|
176
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.2M
|
+$1.78M
|
+18,842
|
+16%
|
|
|
177
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13M
|
+$187K
|
+1,979
|
+1%
|
|
|
178
|
Cascade Financial Partners
San Diego,
California
|
$12.8M
|
+$3.52M
|
+37,275
|
+38%
|
|
|
179
|
One Wealth Advisors
San Francisco,
California
|
$12.7M
|
+$755K
|
+7,979
|
+6%
|
|
|
180
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$12.6M
|
+$634K
|
+6,703
|
+5%
|
|
|
181
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.6M
|
-$1.52M
|
-16,066
|
-11%
|
|
|
182
|
Security Financial Services
Fort Wayne,
Indiana
|
$12.4M
|
+$313K
|
+3,313
|
+3%
|
|
|
183
|
Cornerstone Management
Duluth,
Georgia
|
$12.3M
|
-$859K
|
-9,087
|
-7%
|
|
|
184
|
Resona Asset Management
Koto-Ku,tokyo,
Japan
|
$12.2M
|
–
|
–
|
–
|
|
|
185
|
Kelly Financial Services
Braintree,
Massachusetts
|
$12.1M
|
+$916K
|
+9,684
|
+8%
|
|
|
186
|
Cabot Wealth Management
Salem,
Massachusetts
|
$11.9M
|
-$21.3M
|
-225,498
|
-64%
|
|
|
187
|
JT Stratford LLC
Gainesville,
Georgia
|
$11.9M
|
+$1.25M
|
+13,207
|
+12%
|
|
|
188
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$11.7M
|
+$764K
|
+8,077
|
+7%
|
|
|
189
|
Axxcess Wealth Management
Carlsbad,
California
|
$11.7M
|
+$1.68M
|
+17,725
|
+17%
|
|
|
190
|
Tradewinds Capital Management
Bellingham,
Washington
|
$11.6M
|
+$11.6M
|
+122,869
|
New
|
|
|
191
|
Westover Capital Advisors
Wilmington,
Delaware
|
$11.6M
|
+$270K
|
+2,858
|
+2%
|
|
|
192
|
Perigon Wealth Management
San Francisco,
California
|
$11.4M
|
+$233K
|
+2,469
|
+2%
|
|
|
193
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.2M
|
+$892K
|
+9,435
|
+9%
|
|
|
194
|
|
$11.1M
|
+$429K
|
+4,538
|
+4%
|
|
|
195
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$10.9M
|
-$4.64M
|
-49,053
|
-30%
|
|
|
196
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$10.9M
|
+$188K
|
+1,989
|
+2%
|
|
|
197
|
Farther Finance Advisors
San Francisco,
California
|
$10.8M
|
+$124K
|
+1,311
|
+1%
|
|
|
198
|
Theory Financial
Fort Collins,
Colorado
|
$10.8M
|
+$233K
|
+2,463
|
+2%
|
|
|
199
|
Private Advisor Group
Morristown,
New Jersey
|
$10.8M
|
-$11M
|
-116,729
|
-51%
|
|
|
200
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.7M
|
–
|
–
|
–
|
|
